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  2. Managing Contacts & Companies

How to Add a New Contact from a Thread

This article explains how to add a new contact directly from a thread.

 

RHow to create a new contact:

  1. Locate the "Create Contact" Button
    From either a claimed or unclaimed thread, click the "Create Contact" button at the top of the screen.

  2. Fill Out Contact Information
    Complete the required fields:

    First and Last Name
    • Must contain more than one character

    Complete any additional fields:
    • Job Title
    • Company
  3. Click "Save"

    new

That's it! Your new contact will be added and organized within the contact book.


 

Questions about adding a new contact to Prokeep? Reach out to our support team HERE!

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